How a NerdWallet Advisors membership works
Everyone can benefit from working with a financial advisor
Why choose NerdWallet Advisors over traditional advisors
NerdWallet Advisors is a new kind of financial planning tool. Get a financial plan and the peace of mind of working with a professional without the large upfront costs.Here's what sets us apart from traditional financial advisors: | Traditional financial advisor |
|---|---|
Low monthly fee of $30/month or $300/year. | Large upfront fees starting at $2,000 |
Ongoing 1:1 access to a dedicated Advisor | Financial plan only, no ongoing support |
No net-worth requirement to become a client | High net-worth individuals only |
Advisors have no incentive to sell a specific financial product—your best interest is top priority | Often incentivized to promote certain products |
Low monthly fee of $30/month or $300/year.
Ongoing 1:1 access to a dedicated Advisor
No net-worth requirement to become a client
Advisors have no incentive to sell a specific financial product—your best interest is top priority
TRADITIONAL FINANCIAL ADVISOR
Large upfront fees starting at $2,000
Financial plan only, no ongoing support
High net-worth individuals only
Often incentivized to promote certain products
Get to know your NerdWallet Advisor
NerdWallet Advisors are:All memberships include:
Frequently asked questions
NerdWallet Advisors connects you to registered investment advisors and Certified Financial Professionals™ for one-on-one financial advising. We work with clients to understand their financial picture, talk through their immediate money needs and future goals, and deliver financial plans you can take action on. Your Advisor is available at any time to talk about your financial situation over video, phone call, or messaging.
NerdWallet Advisory, a subsidiary of NerdWallet Inc, is a separate legal entity. All advice from NerdWallet Advisors is made by NerdWallet Advisory, not NerdWallet Inc.
Think of your NerdWallet Advisor as a financial expert by your side. They’re there to help you with your immediate money needs and advise you along the way to future financial success.
You’ll answer some questions, set up a call, and your Advisor will get an understanding of your financial situation and needs. After that, your Advisor develops a financial plan that you’ll work on together to hit your goals. You’ll also get access to a dashboard where you can track your progress against your plan and submit questions for your Advisor. Your Advisor is available any time to hop on a video chat or phone call to talk through your questions.
NerdWallet Advisors is currently an advice-only service. That means we charge a flat fee to give you unlimited, tailored advice on managing your finances, but we don’t invest your money for you. We also do not earn fees to sell you financial products.
This is a great set up if you’re one of the many people who want a deeper understanding of how to best manage your money, but also want to keep control over your investments.
Ask your NerdWallet Advisor about anything related to finance! They are experts who have worked with clients like you and will steer you down the right path no matter your situation.
There are a few categories our NerdWallet Advisors don’t cover at the moment, such as taxes and buying insurance, but they will be sure to tell you if there’s anything you bring up outside their expertise.
NerdWallet Advisors is a great product for anyone looking to work on their finances with an expert by their side. Whether you need a financial plan to set yourself up for the future, need help making better decisions right now, or just want the peace of mind of working a Certified Financial PlannerTM at an affordable price, NerdWallet Advisors could be a great fit.
There are no account minimums, income thresholds, or asset minimums required to work with an Advisor—anyone can get started with NerdWallet Advisors.